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What’s the Best Age to Buy a Home? Housing Market Insights from a Financial Advisor’s Perspective
Navigating the housing market is one of the most significant financial moves a person can make. Whether you're in your 20s, 30s, or well...

Ruben Frezzotti
Jul 21, 20254 min read


The Secure 2.0 Act: What It Means for Your Retirement Savings
If you’ve been thinking about boosting your retirement savings, there’s never been a better time to act. The Secure 2.0 Act, signed into...

Ruben Frezzotti
May 8, 20253 min read


Optimizing Your Investment Portfolio for Market Shifts
The financial landscape is constantly changing. From economic fluctuations and technological breakthroughs to evolving regulations,...

Ruben Frezzotti
Apr 10, 20253 min read


Financial Wellness Tips for Families in Miami
Achieving financial wellness is essential for families in Miami, where the cost of living, housing market trends, and daily expenses can...

Ruben Frezzotti
Apr 3, 20253 min read


Financial Literacy for Kids: A Parent’s Guide
Financial literacy for kids is an essential skill that sets them up for lifelong success. Teaching children how to manage money, budget,...

Ruben Frezzotti
Mar 27, 20253 min read


Transform Your Financial Habits and Start the New Year Strong
As the year winds down, now is the perfect time to reflect on how your financial habits have shaped your progress—or hindered it. If...

Ruben Frezzotti
Dec 11, 20243 min read
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